Exciting news for Windows Excel 365 users! MS Forms is now integrated into the Excel Desktop App, bringing two of our favourite M365 products closer together and streamlining the data collection process.
With this new feature, you can create and link an MS Form directly within an existing Excel workbook. This means that live-form response data can be accessed inside a related project’s workbook seamlessly. Users can now collect data via an MS Form, and the responses will feed directly back into their Excel workbook. From there, the data can be viewed and reported on, eliminating the need for manual data entry and consolidation.
This integration simplifies the process of transferring response data between files, making data management more efficient and less error-prone.
Getting Started
- Save Your Excel File: Ensure your Excel file is saved to an online cloud location such as SharePoint or OneDrive.
- Enable AutoSave: Turn on the AutoSave function.
- Insert a New Form:
- Go to the Insert tab
- Select Forms > New Form.
This will open a blank MS Form in a web browser window. From here, you can create an MS Form as usual. Once completed, you can submit a survey response. The response data will flow directly into the worksheet where you added the form.
With an MS Form linked to your worksheet, you will find additional quick MS Form options available within Excel, allowing you to navigate quickly to your form without opening MS Forms separately:
- Preview Form
- Edit Form
- Send Form
Availability & System Requirements
This new feature is available to Windows Excel users using Version 2410 (Build 16.0.18227.20000) or later.
To check your version:
- Go to File > Account.
- If you are not on the latest build, you may be able to update it using the Office Updates section found in the same location.
Olas's Application Development Team
Our Application Development team specialises in finding custom solutions for our clients. MS Excel and MS Forms are two commonly used tools in many of our clients’ solutions, and this new functionality will only enhance our capabilities. This will lead to even better and more streamlined solutions.
Contact us today for assistance with creating an Excel or MS Form solution, or to discuss potential solutions for your projects.
